03|19|2025
Wrong Way? | March 14, 2025
Markets ended another week in the red. Will they make a U-turn or are they heading in the wrong direction? Monday S&P 500 2.70% | NASDAQ 4.00% Stocks tumbled...
03|18|2025
Leading Indicator Watch | March 14, 2025
S&P 500: The S&P 500 declined for the fourth week in a row, dropping -131.26 points, and closing at 5,638.94 (down -4.13% YTD). The CBOE Volatility Index (VIX) settled at...
03|11|2025
On the Ropes | March 7, 2025
Markets were on the rope this week regarding tariff policies. Will they shake off the blows or are they just trying to stay on their feet? Monday S&P 500...
03|10|2025
Leading Indicator Watch | March 7, 2025
Manufacturing & Services: February’s ISM data showed a divergence between sectors. Manufacturing PMI decreased from 50.9 to 50.3. Non-Manufacturing (Services) PMI rose from 52.8 to 53.5. 50 marks contraction/expansion. Be...
03|05|2025
Monthly Market Monitor | February – 2025
Monthly data diverged between fixed income and equities for February. In monitoring the situation, will markets continue to run in opposite directions? Fixed Income: 2-Yr Treas Yield 3.99% |...
03|05|2025
Risk-on vs Risk-off | February 28, 2025
Markets had little appetite for riskier asset classes this week. Will a more cautious approach win out in the foreseeable future? Monday S&P 500 -0.50% | NASDAQ -01.21%...
03|03|2025
Leading Indicator Watch | February 28, 2025
Consumer Goods & Materials: The Core PCE Price Index (Jan) (MoM) rose 0.3%, as expected. The index increased by 2.6% YoY, the lowest since last July. Core PCE, which...
02|25|2025
Reduced Speed | February 21, 2025
Markets pushed lower this week due to possible fears of a slowdown. Will momentum come to a complete halt or are we seeing signs of slower traffic on the...
02|25|2025
Leading Indicator Watch | February 21, 2025
Housing and Building: Housing starts (MoM) (Jan), which measures the change in the number of new constructions underway, declined 9.8%. The annualized number came in at 1.366M, less than...
02|19|2025
Wait and See? | February 14, 2025
Markets moved higher to cap off the week. Will tariff negotiations become a new norm or will they be delayed just a little bit longer? Monday S&P 500 0.67%...